Brisbois Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$97,274,992
Clients
138
Advisors
1
of 5 employees
About
The firm serves individuals, trusts, estates, charitable organizations and small business entities, providing discretionary and non‑discretionary portfolio management alongside financial planning and consulting. It also offers tax preparation and tax‑related services and makes insurance product recommendations as part of its broader advisory offering.
Investment approach centers on strategic asset allocation with passively managed index and ETF exposures as core holdings and selectively used active funds, supported by fundamental, technical, cyclical and charting analysis. Client relationships are tailored through documented financial plans and risk assessments, and the firm uses planning software to model outcomes while monitoring and rebalancing portfolios as appropriate.
Noteworthy aspects disclosed in the brochure include that the firm’s principal is also a registered representative who offers commissionable securities through an independent broker‑dealer and receives commissions and 12b‑1 fees, and that the firm provides tax preparation services through the same entity. The principal is additionally a licensed insurance agent in multiple states and the firm discloses referral arrangements with a third‑party advisor for certain retirement account work; these affiliations and revenue sources are identified as potential conflicts of interest in the brochure.
Client services
Expertise
Fee options
$0 - unlimited: 1% - 2.50% (negotiable, step-scaled model)
Commissions and 12b1 Fees received by registered representative Todd Brisbois for securities and insurance products
Financial consulting services $300/hour; financial planning implementation $150/hour; tax preparation $300/hour
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee for ongoing asset management services; $1,250 minimum annual fee when account falls below $125,000 Fee-only: Financial planning services range from $300 minimum fee (negotiable) to $1,000 - $3,000 typical charges; hourly implementation at $150/hour; financial consulting services hourly fee $300, negotiable; tax preparation at $300/hour with one hour minimum or retainer $10,000 (negotiable)
Main office
11 Middlesex Ave, Suite 1
Wilmington MA 01887
Advisors at this office
1
Most active in
Florida · Massachusetts · New Hampshire · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")